The Center's team of professionals is available for live, in-person or webinar presentations on financial planning and investment topics relevant to a variety of audiences, including but not limited to professional groups, community groups and non-profit organizations, and employer groups.  We enjoy sharing their knowledge to educate others on important financial planning topics. Contact Sandy Adams to schedule a speaking engagement and for our speaker’s fee structure, if applicable.

Top Requested Speaking Topics

All Available Speaking Topics

Planning for Unique Groups (Older Adults, Women, etc.)

• Planning for Business Owners

• Aging Planning 101

• Long Term Care Planning and Long Term Care Insurance

• How to Have Difficult Conversations about Aging Planning

• Financial Decision Making and Capacity Issues

• Serving as a Financial Fiduciary

• Women and Health: Life Happens, Be Prepared

• Financial Planning for Widows/Widowers

• Financial Planning for New and Growing Families

• Financial Transitions

• Job or Career Changes

• Critical Financial Planning Issues in Divorce for Women

• How to Plan If You Are A Caregiver

Investments and Investing:

• Putting Emotions in Perspective

• Current Market Update

• Aging Investors: Why Do-It-Yourself May Not be the Answer

• The Fundamentals of Successful Investing

• Tax Implications for Investing: Why Asset Location Makes Sense Now More Than Ever

• Understanding ESG (Environmental, Social & Governance) Investing

Retirement Planning:

• Retirement Readiness

• Creating a Retirement Paycheck

• Pension Decisions and Strategies

• How to Navigate the New SECURE Act and Impact on Inherited IRA’s

• Retirement Income Strategies in a Low-Yield World

• Social Security Decisions and Strategies

• How to Plan for Health Care Expenses in Retirement

• Retirement Savings Strategy for Tax Free Growth (After Tax 401(k), Rollovers to Roth IRAs)*

• Cash Balance Plans: How to Accelerate Retirement Savings and Lower Taxes

• Planning for Retirement Post Divorce

Wealth Transfer and Charitable Giving:

• Advanced Estate Planning for High Net Worth Investors

• Wealth Transfer Strategies

• Preparing the Next Generation for Wealth

• Three Tax Savvy Charitable Giving Strategies

General Financial Planning:

• The Top 5 Financial Planning Issues

• Choosing Cost Basis Elections

• Company Benefits/Open Enrollment

• Reviewing your 401(k) and Employee Benefits

• Financial Planning Basics

• Solving the Savings Riddle: Strategies for Any Budget

• Taming the Debt Monster

Practice Management:

• How to Partner with Your Client’s other Professionals

• Investing In Your Staff

• Growing Your Business

• Succession Planning

Tax Planning:

• Tax Concerns for Divorcing Clients (for Attorneys, Financial Professionals, CPA’s)

• Year-End Tax Planning Strategies

• The New Tax Laws and How They May Affect You